Original filing (PDF)20230920161351NAL0001344051001

DENTAL CARE DR. NATHAN LLOYD

Name: DENTAL CARE DR. NATHAN LLOYD — DENTAL CARE 401(K) PLAN, Form 5500 (2022)
Creator: DENTAL CARE DR. NATHAN LLOYD

Form 5500-SF

FILING_RECEIVED

DENTAL CARE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$325K

Net assets (EOY)

$325K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DENTAL CARE DR. NATHAN LLOYD.

Plan sponsor

Name

DENTAL CARE DR. NATHAN LLOYD

EIN

84-1824592all filings

Address

474 S. LOCUST STREET · OXFORD, OH · 45056

Phone

(513) 523-7515

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-20

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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